Best CPA Practice Advisor Podcasts (2025)

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Ep 39: So Many PE Models, So Little Clarity: Your Post-Summit Roadmap with Dave Kells 21:49

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1d ago21:49

21:49

Feeling overwhelmed by all the private equity noise—and not sure what it really means for your firm? In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Dave Kells to recap Accounting Today’s PE Summit, break down what they’re seeing in the market, and talk frankly about how firm leaders can get educat…

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Top of Mind Is Your Moat: Why “Being Busy” Isn’t a Growth Strategy for Accounting Firms 26:11

2d ago26:11

26:11

Most accountants say the same thing: “I’m already too busy… why would I need marketing?” In this episode of The Growth Minded Accountant, hosts Lee Reams II and Rebekah Barton break down the real reason fast-growing firms keep winning—while others unknowingly fall behind: 👉 Being busy today doesn’t keep you remembered tomorrow. 👉 Visibility—not wor…

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Trump's Department of Education Says Accountants Aren't Professionals 1:03:51

5d ago1:03:51

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Are accountants no longer “professionals”? We unpack the DOE proposal that could slash grad loan limits—and what AICPA/NASBA plans to do about it. Plus: Deloitte’s AI-made citations, EY’s audit turnaround, PwC’s end‑to‑end AI audit ambitions, and OpenAI’s circular investment into accounting rollups. We also cover Xero’s new auto‑reconcile, Intuit’s…

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Leading Through Change: AI, Accountability, and Building Trust | Matt Tait on Leaders of the Ledger 25:12

5d ago25:12

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In this episode, Rob Brown sits down with Matt Tait, a recovering attorney turned entrepreneur who has built and scaled multiple companies, including Decimal. Matt shares how he accidentally became an accounting influencer, why honesty and transparency outperform perfection, and why leading through change matters now more than ever as accounting ex…

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From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt 51:06

4d ago51:06

51:06

Stop billing by the hour. Start communicating your value. Step into advisory with confidence. In this episode of The Growth Minded Accountant, Lee Reams II sits down with Linda Hunt, founder of SUM Solutions and creator of The Perfect Pricing Formula, to unpack the shift every bookkeeper and accounting professional is facing right now: moving from …

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Remote Leadership & the Future of CAS | Arna Erazo on Leaders of the Ledger 22:43

12d ago22:43

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In this episode, Rob Brown sits down with Arna Erazo, a rising leader in Client Accounting Services. She built a thriving outsourced accounting practice at GHJ from scratch while working remotely from Oklahoma. Arna shares her journey from Big Four audit to industry to advisory. She opens up about balancing motherhood and leadership. She discusses …

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What Americans Are Most Afraid of Discussing at Thanksgiving 51:31

15d ago51:31

51:31

Do money talks make your family squirm more than politics? In this Thanksgiving mailbag, Blake and David dig into a Bankrate survey on taboo money chats, the grim 2026 grad job market, and the maze of CPA experience sign-offs after NASBA’s program vanished. You’ll hear practical career advice (big firm vs. small, starting bookkeeping), what AI can …

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Ep 38: From Volatility to Legacy: Helping CPA Clients Navigate Bitcoin with Mike Williams 32:07

7d ago32:07

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Worried your clients will ask, “Why didn’t you tell me about Bitcoin sooner?” In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Mike Williams of TrueVestments to unpack the Bitcoin Legacy Fund—what it is, why Wall Street is leaning in, and how CPA firms can educate and protect high-net-worth clients …

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Authenticity and Scaling a CAS Firm | Tailor Hartman on Leaders of the Ledger 24:43

19d ago24:43

24:43

Rob Brown sits down with Tailor Hartman, founder of Celerity, to unpack his journey from burnout and rigid corporate structures to becoming one of the most authentic voices in accounting. Tailor shares how he built a thriving CAS firm, why vulnerability online works, and what accountants must do to stay relevant in an AI-driven world. Tailor opens …

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Intuit's $100m/yr OpenAI Deal & How Tech Companies Juice Profits 59:53

21d ago59:53

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Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $10…

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The Future of Advisory: Unlocking Your Firm’s CFO Potential (from The Earmark Podcast) 28:22

23d ago28:22

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Earmark Media Presents a bonus episode of Earmark Podcast: Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all r…

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Trust has officially moved to AI — and most accounting and tax professionals don’t realize how drastically the landscape just changed. 34:28

23d ago34:28

34:28

In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit’s new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They’re starting with AI — and they trust the answer. We cover: Why the compliance-first model is getting compressed How AI …

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Leading with Empathy: Building Teams That Thrive (from The Earmark Podcast) 32:07

25d ago32:07

32:07

Earmark Media Presents a bonus episode of Earmark Podcast: On the fifth stop of the Advisory Amplified tour in Atlanta, Blake sits down with Lisa Gilreath of Acuity and Valerie Heckman of OnPay to discuss what empathetic leadership actually looks like in an industry notorious for long hours and tight deadlines. The conversation covers everything fr…

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The Future of Accounting Leadership: Next-Gen Perspectives | Lexi Weber on Leaders of the Ledger 29:21

26d ago29:21

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Lexi Weber, Senior Manager of Emerging Professionals Initiatives at AICPA and CIMA, joins Rob Brown for a powerful conversation about the future of the accounting profession. As one of the profession's rising voices and influencers, Lexi brings a unique perspective on what's working, what's broken, and what needs to change as accounting undergoes i…

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Banking on Change: How Renegade Firms Redefine Success (from The Earmark Podcast) 33:40

30d ago33:40

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Earmark Media Presents a bonus episode of Earmark Podcast: Live from Austin on the Advisory Amplified tour, Blake sits down with Madeline Reeves of Fearless Foundry and Wesley McDonald of Relay to explore what it truly means to be a renegade in accounting: firms that lead clients to somewhere new rather than settle for "the way things have always b…

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How Accountants Are Earning $2K a Month Per Client with CFO Advisory Services — featuring Adam Lean of The CFO Project 43:40

23d ago43:40

43:40

AI and automation are changing everything — including how accountants grow. In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lucrative CFO advisory roles. Adam shares how The CFO …

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Unlocking Capacity: The Workflow Revolution (from The Earmark Podcast) 31:28

1M ago31:28

31:28

Earmark Media Presents a bonus episode of Earmark Podcast: Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automatio…

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NASBA Enters the Chat on PE in Accounting & Intuit to Open Retail Stores 1:04:41

1M ago1:04:41

1:04:41

Is private equity eroding the soul of the accounting profession? Blake and David unpack NASBA’s PE task force, the BDO–First Brands meltdown, and why ‘appearance of independence’ matters. They also break down the end of IRS Direct File, Intuit’s TurboTax stores, the Supreme Court’s skepticism of Trump tariffs, and a new IRS notices law. Plus: AI ag…

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Building Influence in Accounting: AI, Personal Brand & Entrepreneurial Growth | John Malone on Leaders of the Ledger 25:55

1M ago25:55

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In this episode of Leaders of the Ledger, host Rob Brown sits down with John Malone—an attorney-turned-accounting firm owner who’s redefining what it means to lead in the modern accounting world. John shares how he built a $4M firm without being a CPA, why personal branding is no longer optional, and how embracing AI is transforming how firms serve…

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The AI Squeeze — How Automation Is Compressing the Bottom and Expanding the Top of the Profession 34:46

29d ago34:46

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AI isn’t killing accounting. It’s reorganizing it. In this episode, Lee Reams II and Rebekah Barton dig into how automation is reshaping the profession... compressing the repetitive, low-value work at the bottom and expanding opportunities at the top where strategy, storytelling, and human relationships live. This isn’t about fear. It’s about lever…

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Pricing For Profit: Unlocking Your Firm’s True Value (from The Earmark Podcast) 27:19

1M ago27:19

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Earmark Media Presents a bonus episode of Earmark Podcast: Most accounting firms are dramatically underpricing their services, but the fear of losing clients keeps them stuck. Marie Greene and Ryan Embry join Blake for a live conversation in LA about spotting underpricing, having the repricing conversation, and why your worst clients are often the …

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Intuit Connect 2025: What's New With QuickBooks 58:39

1M ago58:39

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Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI age…

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Burning It Down To Build Better: How Community Is Key To Battling Burnout (from The Earmark Podcast) 31:17

1M ago31:17

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Earmark Media Presents a bonus episode of Earmark Podcast: Recorded live in Seattle at the first stop of the Advisory Amplified tour, Blake sits down with Madeline Reeves (Fearless Foundry) and Lynette O'Connell (Burnout Bestie) to discuss the hard truths about burnout in accounting. Madeline shares how losing half her agency's revenue in 30 days f…

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The New Age CPA: AI, Influence & Entrepreneurship | Zach Gordon on Leaders of the Ledger 21:54

1M ago21:54

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In this episode of Leaders of the Ledger, host Rob Brown sits down with Zach Gordon—CPA, entrepreneur, and thought leader reshaping what it means to lead in accounting. Zach shares his unconventional journey through big firms, startups, and now running his own practice—all while helping modernize the profession’s reputation. From AI and automation …

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BDO vs Going Concern, Trump's $3 Trillion Tariff Tax & Film Accountant's $2M Fraud 52:02

1M ago52:02

52:02

Blake and David cover BDO's legal threat against Going Concern over independence questions, Crowe hiring an investment bank to explore private equity options, and Trump pardoning Binance founder after the crypto venture made his family richer than their entire property portfolio. Plus, tariffs create a paperwork nightmare for small businesses, acco…

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How to Protect Your Firm from Service Creep (and Stop Saying Yes to Everything) 24:01

1M ago24:01

24:01

If you’ve ever caught yourself saying “yes” to one more client favor — knowing it won’t make it to the invoice — this episode is for you. Host Lee Reams II, founder of CountingWorks PRO, and co-host Rebekah Barton break down one of the most common profit leaks in accounting and advisory firms: service creep. They’ll walk you through: What service c…